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1. Verfasser: Horobet, Emil
Format: Preprint
Veröffentlicht: 2025
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Online-Zugang:https://arxiv.org/abs/2511.20674
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author Horobet, Emil
author_facet Horobet, Emil
contents In this article, we study the generalized modern portfolio theory, with utility functions admitting higher-order cumulants. We establish that under certain genericity conditions, the utility function has a constant number of complex critical points. We study the discriminant locus of complex critical points with multiplicity. Finally, we switch our attention to the generalization of the feasible portfolio set (variety), determine its dimension, and give a formula for its degree.
format Preprint
id arxiv_https___arxiv_org_abs_2511_20674
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle The geometry of higher order modern portfolio theory
Horobet, Emil
Portfolio Management
91G10, 14N99
In this article, we study the generalized modern portfolio theory, with utility functions admitting higher-order cumulants. We establish that under certain genericity conditions, the utility function has a constant number of complex critical points. We study the discriminant locus of complex critical points with multiplicity. Finally, we switch our attention to the generalization of the feasible portfolio set (variety), determine its dimension, and give a formula for its degree.
title The geometry of higher order modern portfolio theory
topic Portfolio Management
91G10, 14N99
url https://arxiv.org/abs/2511.20674